Financial Service Representative, Châteauguay
Description
As a Financial Services Representative in the Personal and Business Banking team at CIBC, you will engage with clients to understand their financial and personal goals, provide tailored service, and recommend suitable products and solutions to help them achieve financial success. You will also be responsible for building relationships, leveraging technology to assist clients with mobile banking, and engaging in outreach activities.
What We're Looking For
Meet with clients to understand their personal and business priorities and advise on solutions.,Provide forward-looking financial plans using knowledge of cash management, credit, investment, and wealth protection.,Engage in marketing and outreach activities to build client relationships.,Grow network and deepen existing relationships.,Work as part of a team to connect clients with appropriate resources.,Introduce clients to mobile banking applications.,Be flexible to work banking centre hours, including evenings and weekends.,Be flexible to work at multiple banking centres within a reasonable travel distance.
Ideal Candidate
Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).,1 year experience in working with clients and achieving sales results.,Prior banking experience in a similar capacity (asset).
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Flexible to work banking centre hours (evenings and weekends may be required).,Flexible to work at multiple banking centres within a reasonable travel distance.
About the Company
Canadian Imperial Bank of Commerce (CIBC)
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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